L2 cohort analysis dashboard

What's an immediate takeaway from this?

Hint: look for 🟩

Tether's USDT on @trondao is the (i) biggest stablecoin, and the (ii) most gas-consuming smart contract in the crypto market:

no more blog posts, only interactive dashboards 😎

@base is the fastest growing @ethereum L2 at the moment:

🔮@Polymarket TVL is up 46.8% over the past 7d👇

Created a new dashboard for @Ronin_Network.

1. Monthly gas fees on the left.
2. Top gas consuming contracts on the right.

You can now easily see which project contracts that contribute the most to the Ronin economy.

Made a new dashboard for @aave.

1. On the left, fd market cap.
2. On the right, top AAVE holders and info about their ownership (%, $, holding period, tx count, etc.)

You can now easily see who have the most AAVE in the game. 👻

Created a new dashboard for @ethereum.

1. Monthly gas fees on the left.
2. Top gas consuming contracts on the right.

You can now easily visualize which project contracts contribute the most to the Ethereum economy.

Trading fee distribution on @Uniswap

1. Ethereum ~70% of fees
2. Base ~13% of fees
3. Arbitrum ~10% of fees

~80% of monthly active traders on @Uniswap are on @base

wild

What's cookin' at @orca_so? 👀✍️

would the chart look like this if paradigm owned 25% of the supply?

TON: Pantera's Largest Investment Ever | Interview With Cosmo Jiang

Outline:
00:00 Introduction
01:37 Meet Cosmo Jiang
04:38 Overview of Pantera
08:29 How TON Hit Pantera’s Radar
11:11 Telegram's Strategic Partnership with TON
15:38 Pantera's Due Diligence Process
21:15 Building Conviction for TON Investment
24:58 Telegram vs. Other Community Platforms
28:12 Gaming on TON
34:46 Notcoin & Hamster Kombat: The Popularity of Idle Games
36:06 Payments and Stablecoins on TON
40:40 Value Accrual and Investment Potential of TON
42:06 Risks and ‘Unanalyzables’
47:53 Supporting TON’s Growth
51:11 Conclusion and Future Outlook

🎙️

Agora's AUSD stablecoin is currently the fastest growing stablecoin in the market, based on 7d supply growth.

some crypto growth marketing topics:

blockchains are (not) businesses
token incentives are (not) an expense
L2s are (not) ethereum
solana has (not) outgrown ethereum

🎙️A new episode of the Fundamentals podcast is out!

In this series, we interview leading crypto investors & operators, and together dive into the details behind the charts available on Token Terminal.

This time, we had the pleasure of hosting @sandeepnailwal & @0xMarcB from @0xPolygon to discuss the AggLayer and Polygon's position within the market.

Tune in below!

Bridge deposits (L1->L2) to @fraxfinance surpassed $100M!

The state of @blast:

1. Close to $1.9 billion of assets have been bridged from the Ethereum L1 to the Blast L2

2. There's ~$335 million of USDB stablecoins on Blast

3. In June '24, ~82.1k unique EOAs deployed contracts on Blast

4. The average transaction fee on Blast has decreased by ~100x since March '24

5. The daily transaction count on Blast has averaged at ~700k in the past month

6. Monthly active users on Blast are closing in on 1 million

cc @PacmanBlur

The state of @base: avg tx fees 📉, adoption 📈

1. ~$2.3 billion has been bridged from the Ethereum L1 to the Base L2

2. There's close to $3 billion of natively minted USDC on Base

3. In June '24, ~290k unique EOAs deployed contracts on Base

4. The avg tx fee on Base has decreased by ~30x since March '24

5. The daily tx count on Base recently reached an ATH of ~4.1 million

6. Monthly active users on Base recently surpassed 10 million

🚨✍️ gm gm to

1) data folks working at protocols & funds
2) who are interested in creating custom dashboards
3) for their protocols & investment targets

below is an example of a @base dashboard outline that took @tt_intern one minute to spin up

we envision the highest quality interactive protocol dashboards to live on token terminal within the next month

DM if you're interested in building one, happy to help you get started!